See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,325 | $107,334-6.5% | $92,893+8.0% | $152,861-34.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 18.08% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,365 | $4,221-67.7% | $3,653-62.6% | $4,762-71.3% |
| Participant deferral / active EE | $3,890 | $4,845-19.7% | $4,236-8.2% | $5,850-33.5% |
| Admin fee / account holder | $554 | $7,079-92.2% | $5,794-90.4% | $11,596-95.2% |